Wells Fargo
TPLE

Wells Fargo’s Timothy Plan US Large/Mid Cap Core Enhanced ETF TPLE Stock Holding History

Wells Fargo’s Portfolio TPLE Stock Details TPLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,887
Closed -$41.5K – 7712
2023
Q3 		$41.5K Hold
1,887
– – ﹤0.01% 5274
2023
Q2 		$43.4K Buy
+1,887
New +$43.1K ﹤0.01% 5479

Other funds holding TPLE

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo's TPLE Position: Q4 2023 in Review

Wells Fargo sold out of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) in Q4 2023, closing a stake of 1,887 shares — an estimated $41.5K sold.

Wells Fargo first reported a position in TPLE in Q2 2023 and held it in 2 quarters. The position peaked at $43.4K in Q2 2023. 12 funds tracked by Wall St. Rank hold TPLE as of Q4 2023.

  • Wells Fargo reported no remaining Timothy Plan US Large/Mid Cap Core Enhanced ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 1,887 Timothy Plan US Large/Mid Cap Core Enhanced ETF shares in Q4 2023, an estimated $41.5K.
  • Wells Fargo first reported a position in Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q2 2023 and held it in 2 quarters.
  • Wells Fargo's Timothy Plan US Large/Mid Cap Core Enhanced ETF position peaked at $43.4K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core Enhanced ETF as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.